ISHARES TR's ticker is IVW and the CUSIP is 464287309. A total of 1,362 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.11 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,181 | -4.0% | 3,949 | -1.1% | 0.12% | -5.6% |
| Q2 2023 | $281,487 | +13.3% | 3,994 | +2.7% | 0.12% | +6.8% |
| Q1 2023 | $248,405 | +8.1% | 3,889 | -1.0% | 0.12% | +1.7% |
| Q4 2022 | $229,817 | -3.0% | 3,929 | -4.3% | 0.12% | -10.2% |
| Q3 2022 | $237,000 | -15.4% | 4,106 | -11.5% | 0.13% | -9.2% |
| Q2 2022 | $280,000 | -18.8% | 4,641 | +2.8% | 0.14% | -4.7% |
| Q1 2022 | $345,000 | -20.1% | 4,513 | -12.6% | 0.15% | -14.9% |
| Q4 2021 | $432,000 | +7.2% | 5,165 | -5.2% | 0.17% | -7.4% |
| Q3 2021 | $403,000 | -10.4% | 5,447 | -12.0% | 0.19% | -12.6% |
| Q2 2021 | $450,000 | -2.4% | 6,190 | -12.5% | 0.22% | -12.2% |
| Q1 2021 | $461,000 | +2.9% | 7,076 | +0.9% | 0.24% | +0.4% |
| Q4 2020 | $448,000 | +6.2% | 7,014 | +283.9% | 0.24% | -2.0% |
| Q3 2020 | $422,000 | +6.6% | 1,827 | -4.3% | 0.25% | -5.0% |
| Q2 2020 | $396,000 | +27.3% | 1,910 | +1.3% | 0.26% | -0.8% |
| Q1 2020 | $311,000 | -15.9% | 1,885 | -1.3% | 0.26% | +6.5% |
| Q4 2019 | $370,000 | +9.5% | 1,910 | +1.6% | 0.25% | +0.8% |
| Q3 2019 | $338,000 | -7.1% | 1,879 | -7.5% | 0.25% | -10.9% |
| Q2 2019 | $364,000 | +1.1% | 2,032 | -2.8% | 0.28% | -6.4% |
| Q1 2019 | $360,000 | +10.4% | 2,090 | -3.6% | 0.30% | -13.7% |
| Q4 2018 | $326,000 | -10.7% | 2,167 | +5.2% | 0.34% | +18.8% |
| Q3 2018 | $365,000 | +10.3% | 2,060 | +1.2% | 0.29% | +6.7% |
| Q2 2018 | $331,000 | +16.1% | 2,036 | +10.8% | 0.27% | +8.4% |
| Q1 2018 | $285,000 | – | 1,837 | – | 0.25% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Stegner Investment Associates Inc. | 697,179 | $47,700,976 | 41.21% |
| Foundation Wealth Management, LLC | 360,743 | $24,681,275 | 24.67% |
| Quantitative Strategies, Inc. | 431,852 | $29,547,330 | 19.88% |
| Praetorian Wealth Management, Inc. | 667,075 | $45,641,271 | 14.51% |
| TRIAD FINANCIAL ADVISORS, INC. | 552,859 | $37,826,618 | 13.32% |
| FINANCIAL LIFE ADVISORS | 443,157 | $30,320,817 | 13.05% |
| Sterling Investment Counsel, LLC | 332,429 | $22,744,762 | 13.03% |
| INSTRUMENTAL WEALTH, LLC | 155,022 | $10,898,049 | 12.73% |
| LVZ, Inc. | 1,105,700 | $75,651,998 | 12.20% |
| ShoreHaven Wealth Partners, LLC | 252,414 | $17,270,132 | 11.88% |